JE
James E Roberts
CRD 5401304
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Intentional, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Intentional, Llc
Chief Compliance Officer · Less than 5% · May 2024
-
Intentional, Llc
Owner · 75% or more · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗